02:25 AM EST, 11/07/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lower our 12-month target by $4 to $85, based on 18x our 2026 EPS estimate of $4.73 (raised from $4.68; 2025 EPS is $3.98, up from $3.96). The multiple represents a slight discount to the 19x long-term mean, which we believe is appropriate given recent choppiness in the foodservice industry. While USFD posted solid Q3 results, shares are trading lower, likely reflecting the company's modest cut to its full-year sales outlook, despite a raised profit outlook. USFD also announced a significant change to its sales compensation structure, shifting to a 100% variable model from its previous 50/50 mix of variable and salary. Management expects this move to accelerate growth, particularly among independent customers and private label products, though we see potential for near-term disruption in 2026. The company declined to comment on PFG's reported acquisition interest, which may also be pressuring the stock.